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Bank Of The James

22 hedge funds and large institutions have $24.3M invested in Bank Of The James in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

14% more capital invested

Capital invested by funds: $21.2M → $24.3M (+$3.06M)

5% more funds holding

Funds holding: 2122 (+1)

1.96% more ownership

Funds ownership: 34.92%36.87% (+2%)

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Basswood Capital Management
New York
$7.03M +$368K +26,339 +6%
BFC
2
Banc Funds Company
Illinois
$3.99M -$231K -16,500 -6%
EVC
3
Eidelman Virant Capital
Missouri
$2.95M -$14 -1 -0%
PWW
4
Pettyjohn Wood & White
Virginia
$2.8M +$6.15K +440 +0.2%
MCM
5
Maltese Capital Management
New York
$2.78M
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$1.37M +$119K +8,543 +10%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$889K +$587K +41,968 +245%
Vanguard Group
8
Vanguard Group
Pennsylvania
$736K +$315K +22,527 +85%
ROC
9
River Oaks Capital
Minnesota
$540K -$274K -19,606 -35%
KCM
10
Kennedy Capital Management
Missouri
$304K +$91.9K +6,569 +48%
BTS
11
BB&T Securities
Virginia
$208K
First Manhattan
12
First Manhattan
New York
$189K
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$174K +$162K +11,549 New
Wells Fargo
14
Wells Fargo
California
$105K +$28 +2 +0%
Deutsche Bank
15
Deutsche Bank
Germany
$70K +$26.7K +1,907 +69%
TSW
16
Thompson Siegel & Walmsley
Virginia
$66K
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$32K +$8.73K +624 +41%
BlackRock
18
BlackRock
New York
$24K +$10.3K +738 +87%
UBS Group
19
UBS Group
Switzerland
$18K -$4.8K -343 -22%
Bank of America
20
Bank of America
North Carolina
$10K +$9.41K +673 New
Morgan Stanley
21
Morgan Stanley
New York
$4K +$4K +286 +9,533%
GWM
22
Geneos Wealth Management
Colorado
$1K

BOTJ Hedge Fund Activity: Q2 2018 in Review

22 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Bank Of The James (BOTJ) for Q2 2018, worth a combined $24.3M — up 14% from $21.2M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new BOTJ positions and 1 closed out — a net gain of 1 holder — while 11 added to existing stakes and 4 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $587K. The largest seller was River Oaks Capital, cutting an estimated $274K.

  • 22 institutional investors held Bank Of The James (BOTJ) as of Q2 2018, up from 21 in Q1 2018.
  • Funds reported $24.3M of Bank Of The James stock for Q2 2018, up 14% quarter-over-quarter.
  • 2 funds opened new Bank Of The James positions in Q2 2018 and 1 closed out, a net change of +1 holder.
  • The largest Bank Of The James buyer in Q2 2018 was Wellington Management Group, an estimated $587K added.
  • The largest Bank Of The James seller in Q2 2018 was River Oaks Capital, an estimated $274K sold.

Based on aggregated 13F filings for Q2 2018.